232
232
Sep 25, 2012
09/12
by
CNBC
tv
eye 232
favorite 0
quote 0
they grew at 22% year over year which was a solid growth rate in this environment. and our services we bill after the fact and so that did pull down our billings growth rate, but we think it is well worth it and we still have 22% growth in our subscription business. >> these are all new businesses how are they integrating and what will they do for you in 2013? >> we bought about a year ago and we released the product redhat storage based on the technology in june. so it has been on the market and we have great results. we signed a six figure deal in the first two months. as you know, we talked about the beauty of the subscription model. when you first buy a business. even the six figure deal that we sign, has revenue. so, it is right now has huge, huge, huge potential. we have a significant backlog of demand in storage. we've expect it to do a lot in the billings and bookings. >> i'm sorry. i wanted you to address directly in the time i have left that you have won huge contracts including some taken away by others that have banks. you are winning business and you di
they grew at 22% year over year which was a solid growth rate in this environment. and our services we bill after the fact and so that did pull down our billings growth rate, but we think it is well worth it and we still have 22% growth in our subscription business. >> these are all new businesses how are they integrating and what will they do for you in 2013? >> we bought about a year ago and we released the product redhat storage based on the technology in june. so it has been on...
216
216
Sep 26, 2012
09/12
by
CNBC
tv
eye 216
favorite 0
quote 0
while the company is facing a tough environment, the quarter wasn't terrible by any stretch of the imagination. it beat it by a penny on a 40 cents basis and 2% year over year. last time i thought that was the hugely important key metric. however, the growth year seems to be decelebrating. especially since that's why i'm thrilled to have marty, the chairman and ceo here to talk about the quarter. mr. mucy, welcome back to "mad money." >> good to be here, jim. >> i've got to oh tell you, i've been through these various downgrades and it's almost like they thought that the payroll numbers had dropped so we have 6.5 to 7% unemployment. the fact is we always thought it was this number that we cared so much about which was the actual 2% revenues number. it suddenly didn't matter. all the people looked at was you guys didn't capitalize on the gigantic increase on employment on the matter. >> we thought it was a good quarter. it met our expectations, client base and client retention all improving. we felt good. it was a good start to the fiscal year for us. >> now, what do you think is more of a head
while the company is facing a tough environment, the quarter wasn't terrible by any stretch of the imagination. it beat it by a penny on a 40 cents basis and 2% year over year. last time i thought that was the hugely important key metric. however, the growth year seems to be decelebrating. especially since that's why i'm thrilled to have marty, the chairman and ceo here to talk about the quarter. mr. mucy, welcome back to "mad money." >> good to be here, jim. >> i've got...
65
65
Sep 25, 2012
09/12
by
CNBC
tv
eye 65
favorite 0
quote 0
beginning to get a simultaneous possession given what happened last night, is a good way to describe the environment, but to not is potential for 50% of the market, if something happens there, that could dramatically impact results. >> darren, in terms of some of the chinese internet, very bullish on cena. talk about valuation, though, and where people -- you see a myriad. cena actually is a value play in the my of a lot of these guy that is are grossly overpriced. but again, give us an idea of where you see kegger both on earnings, but more importantly if you're worried about the corporate governance. >> corporate governance is by far the biggest risks in china. we've seen stories in the small micro cap side. largely the bigger companies have avoided some of the stig ma -- stigma attached, but it's a risk. there's no way you can fully know what's going on. >> but isn't that absurd as a fund manager to say i don't know what they could do? with all due respect, that seems like a huge risk to take. >> i think if you are willing to take -- like you said, it's a little bit of a value play. there's a dis
beginning to get a simultaneous possession given what happened last night, is a good way to describe the environment, but to not is potential for 50% of the market, if something happens there, that could dramatically impact results. >> darren, in terms of some of the chinese internet, very bullish on cena. talk about valuation, though, and where people -- you see a myriad. cena actually is a value play in the my of a lot of these guy that is are grossly overpriced. but again, give us an...
183
183
Sep 25, 2012
09/12
by
CNBC
tv
eye 183
favorite 0
quote 0
that's what's good about this environment. >> that would seem to suggest a floor on this market, erin. do you feel like we are seeing wear and tear in this rally? would you take profits here? what are you doing? >> no, we still believe in buying. there's still value out there. there's still obviously strong stocks. one thing i would say is we're definitely more biased towards u.s. equities versus european still, even with the ecb announcement. >> in terms of the vulnerable parts of this market, larry, do you see any? >> well, i think there's -- for one thing, if you look at what's going on in china, they are gradually shifting away from investment spending and construction and toward the consumer. for example, we like the energy more than we like the materials. so i think that is one thing that we're looking at in terms of sectors. health care looks very cheap, although with good reason given all the regulatory uncertainty here with the election coming up. yeah, so that's basically it. >> all right. thanks, everybody. we appreciate it. see you soon. we're in the final stretch here. ju
that's what's good about this environment. >> that would seem to suggest a floor on this market, erin. do you feel like we are seeing wear and tear in this rally? would you take profits here? what are you doing? >> no, we still believe in buying. there's still value out there. there's still obviously strong stocks. one thing i would say is we're definitely more biased towards u.s. equities versus european still, even with the ecb announcement. >> in terms of the vulnerable...
152
152
Sep 27, 2012
09/12
by
KNTV
tv
eye 152
favorite 0
quote 0
their children are exposed to a lot of negative things that happen in an urban environment. and, you know, adding what is happening on first street, it's, you know, it's -- it's frustrating to them. >> reporter: san jose police say the entire stretch of south first street and monterey road has seen prostitution activity since the 1980s, in part buzz of the high concentration of low-cost motels and the high volume of pedestrian and car traffic. these parents hope despite budget cuts, police will crack down on prostitutes here and let kids focus on their books, not hookers. and just a few blocks away at rocket ship elementary school, parents say their kids are seeing the same problem too. so they plan to join the walk tomorrow night at 6:30 in this neighborhood. reporting live in san jose, marianne favro, nbc bay area news. >> okay, thank you, marianne. >>> prosecutors have filed charges against that man accused of assaulting and kidnapping a 9-year-old girl right from a san mateo elementary school last week. today school leaders met with anxious parents to review new campus s
their children are exposed to a lot of negative things that happen in an urban environment. and, you know, adding what is happening on first street, it's, you know, it's -- it's frustrating to them. >> reporter: san jose police say the entire stretch of south first street and monterey road has seen prostitution activity since the 1980s, in part buzz of the high concentration of low-cost motels and the high volume of pedestrian and car traffic. these parents hope despite budget cuts,...
231
231
Oct 3, 2012
10/12
by
CNBC
tv
eye 231
favorite 0
quote 0
this is going to be a challenging environment. mandy, great point. china's deceleration is very important. it's very real. you're seeing that in commodity complex. i think that revenue line is going to be very, very important. that's probably going to come in soft. >> all right. we'll leave it there. thanks, everybody. appreciate your time tonight. we'll keep watching this market and the fundamentals around it. we look now where the big money is eyeing and whether or not foreign money is coming into the u.s. we have henry m henry mcveigh w. tell me what you're hearing. >> the clients with the long-term focus are the ones we traditionally work with. we see opportunities. we have a very big presence in asia. i was just over in hong kong and india. we're finding things to do on the consumer side. i would tell you, i do think the chinese economy in particular, the export economy, is structurally broken. i think that's a big change. i've been going to china since 1995. i think there's a fundamental shift in what's going on. we saw that in the caterpillar
this is going to be a challenging environment. mandy, great point. china's deceleration is very important. it's very real. you're seeing that in commodity complex. i think that revenue line is going to be very, very important. that's probably going to come in soft. >> all right. we'll leave it there. thanks, everybody. appreciate your time tonight. we'll keep watching this market and the fundamentals around it. we look now where the big money is eyeing and whether or not foreign money is...
147
147
Sep 27, 2012
09/12
by
FBC
tv
eye 147
favorite 0
quote 0
that is the environment we are in. nolast but not least, may deal with paypal, so that will add to their future transactions. for today a great day. ashley: ashley:.i. talking to john mccain about the biggest headwind facing the usa today. liz: can you imagine voting for this interview. wait until you listen come back here what he had to say. not just how we get rid of tax abductions, but all of them except two. but also which industries are mature enough that we should rip the rug out from underneath them and stop giving him all kinds of tax breaks. speaking very candidly with me. i first asked about different kinds of government strategies where government works best with this, here' here is what senator mccain had to say. >> you're picking winners and losers, and obvious in the case of solyndra and many others, we have picked losers. but there are so many technologies that have been developed is gps, the internet, but that is a research and development area handed over from the private sector. that is where the deba
that is the environment we are in. nolast but not least, may deal with paypal, so that will add to their future transactions. for today a great day. ashley: ashley:.i. talking to john mccain about the biggest headwind facing the usa today. liz: can you imagine voting for this interview. wait until you listen come back here what he had to say. not just how we get rid of tax abductions, but all of them except two. but also which industries are mature enough that we should rip the rug out from...
49
49
Oct 3, 2012
10/12
by
CNBC
tv
eye 49
favorite 0
quote 0
it is really the exchange's responsibility here to kind of police the environment that we have right now that's unfavorable for investors. take i think the exchanges it the right thing. they quickly canceled the trades that needed to be canceled. but let's understand these are exchanges that are making money in this environment, they're paying rebates to co-locate. i think the conversation begins with the exchanges themselves. >> but where is the liquidity in the marketplace? i'm not defending high frequency, but a lot of stuff is in these dark pools. i was talking with an nyse rep. where is all the liquidity that we talked about? where are the people that own these stocks? where are the top ten holders? everyone is so concerned about anonymity, they don't want to show whatever they have. >> you know what the problem srk the sorry will be written that the rules worked in this case. the problem is we don't know what caused this and we don't know what caused almost every other incident that has happened in the market over the last several years. >> it's called top of book protection. y
it is really the exchange's responsibility here to kind of police the environment that we have right now that's unfavorable for investors. take i think the exchanges it the right thing. they quickly canceled the trades that needed to be canceled. but let's understand these are exchanges that are making money in this environment, they're paying rebates to co-locate. i think the conversation begins with the exchanges themselves. >> but where is the liquidity in the marketplace? i'm not...
65
65
Sep 25, 2012
09/12
by
CNBC
tv
eye 65
favorite 0
quote 0
going to increase alternative investments so as to try and increase the returns in this low return environment. >> that's what he wants. he wants everybody searching for yields so they put the money somewhere else. they put it to work. they buy a house. this is exactly what he's hoping for, isn't it? >> it's -- it's what he's hoping for. he's hoping for what he would call the wealth effect. and the wealth effect actually is, shall we say, a debatable point. we had a wealth effect out of the housing that led to excesses. so, i would argue that the fed is actually creating more issues down the road. and i can say something positive about it. it's giving the federal government an opportunity to get its house in order. very much like the integration of euro countries back in the last decade where -- >> it's josh. i'm just curious. first of all, i admire your conviction, 35% cash in the midst of a market meltup. i guess john talks about how he wants his investors to judge him over a full market cycle, understanding the fact he will trail in certain types of market environments. how do you feel abou
going to increase alternative investments so as to try and increase the returns in this low return environment. >> that's what he wants. he wants everybody searching for yields so they put the money somewhere else. they put it to work. they buy a house. this is exactly what he's hoping for, isn't it? >> it's -- it's what he's hoping for. he's hoping for what he would call the wealth effect. and the wealth effect actually is, shall we say, a debatable point. we had a wealth effect...
284
284
Sep 26, 2012
09/12
by
CNBC
tv
eye 284
favorite 0
quote 0
technologies allow natural gas producers to supply affordable, cleaner energy, while protecting our environment. across america, these technologies protect air - by monitoring air quality and reducing emissions... ...protect water - through conservation and self-contained recycling systems... ... and protect land - by reducing our footprint and respecting wildlife. america's natural gas... domestic, abundant, clean energy to power our lives... that's smarter power today. >>> welcome back. we have weakness on wall street today. about 30 minutes left before the closing bell sounds. the dow jones industrial average down about 38 points in the home stretch. more from mary thompson. >> just about seven points above the lows of the day for the dow jones industrial average, pressured by europe. we want to highlight one group. you heard seema talking about some of the bounce back and the big tech names earlier today. the tech sector was the weakest performer among the ten we follow. energy right now has taken that slot. turning around in large part because we've seen a turn around in hewlett-packard. t
technologies allow natural gas producers to supply affordable, cleaner energy, while protecting our environment. across america, these technologies protect air - by monitoring air quality and reducing emissions... ...protect water - through conservation and self-contained recycling systems... ... and protect land - by reducing our footprint and respecting wildlife. america's natural gas... domestic, abundant, clean energy to power our lives... that's smarter power today. >>> welcome...
128
128
Oct 3, 2012
10/12
by
CNBC
tv
eye 128
favorite 0
quote 0
i think there's three ways to boost returns in a low returns environment. one is to look outside of mainstream. build a third pillar, if you will. we mostly rely on mainstream stocks and bonds. we have hardly anything in inflation sensitive assets and diversification into alternatives. secondly, look for alpha. try to find managers in strategies that can have value. fundamental index i think is a really important addition to that tool kit. thirdly, be tactical. when yields on bonds go negative or below the rate of inflation, which tacitly means negative yields, look elsewhere. >> bob, on that note. perfect place to leave it. we appreciate your coming by. bob arnott. >>> let's go to seema with a market flash. >> ringo is suing google over what it claims infringement of its search technology. a judge denied google's request for summary judgment and wants both parties to encage in settlements talks with the judge. that's what we understand. the stock up better than 35%. mark cuban has a big stake in this stock as well. >> thank you, seema. >>> this is a deal t
i think there's three ways to boost returns in a low returns environment. one is to look outside of mainstream. build a third pillar, if you will. we mostly rely on mainstream stocks and bonds. we have hardly anything in inflation sensitive assets and diversification into alternatives. secondly, look for alpha. try to find managers in strategies that can have value. fundamental index i think is a really important addition to that tool kit. thirdly, be tactical. when yields on bonds go negative...
108
108
Sep 26, 2012
09/12
by
CNBC
tv
eye 108
favorite 0
quote 0
and in an environment like that, gold as a currency wants to go higher. can it have a correction? of course. should it have a correction? it needs one. did it have one today? yes. it took about $18 to $20 out of it at one time. came back late in the day. i was impressed. have i changed my position on gold? no, still bullish. >>> we've heard a lot about shale gas in the united states. but what about china? wilbur ross is looking to get a piece of the action in china. some are calling it the wild west of investing over there, through his company, ross has a 14.5% stake, looking to participate in the first auction open to foreign investors. mr. ross has recently returned from a trip to asia, actually yesterday. he joins us here on set. always great to see you. >> good to be back. >> you dent look jet llagged at all. >> it's deceptive. >> so much possibility is being talked about. beijing is on board establishing targets of the number of metric feet they want to have produced in the country. at the same time, there are key differences between what is going on here in the marcellus sha
and in an environment like that, gold as a currency wants to go higher. can it have a correction? of course. should it have a correction? it needs one. did it have one today? yes. it took about $18 to $20 out of it at one time. came back late in the day. i was impressed. have i changed my position on gold? no, still bullish. >>> we've heard a lot about shale gas in the united states. but what about china? wilbur ross is looking to get a piece of the action in china. some are calling it...
335
335
Sep 28, 2012
09/12
by
CNBC
tv
eye 335
favorite 0
quote 0
goldman sachs says the current downsizing environment increases the potential for m & a activity. with the clock ticking down to fiscal armageddon, expect defense companies to send out layoffs after the holiday. that's your q-4 channel check for defense. i'm jane wells. >> all right. so let's dig deeper into which defense stocks could feel the biggest impacts if we go off the fiscal cliff. >> joining us is jeremy devaney. do you think we'll see those sequestration cuts in defense next year, $55 billion? >> good afternoon, bill. thanks for having me on. yes, we definitely think the fiscal cliff is coming, especially the sequestration cuts or the budget cuts for the defense department. right now the polarization up on the hill is not allowing for any movement in legislation to resolve that issue. >> all right. so let's talk about sort of breaking this down. first off, when are you expecting the defense companies to alert employees that their jobs will be cut? is that october 1st or november 2nd? what's your end date? >> sure. we're looking at november 2nd right now as the real date.
goldman sachs says the current downsizing environment increases the potential for m & a activity. with the clock ticking down to fiscal armageddon, expect defense companies to send out layoffs after the holiday. that's your q-4 channel check for defense. i'm jane wells. >> all right. so let's dig deeper into which defense stocks could feel the biggest impacts if we go off the fiscal cliff. >> joining us is jeremy devaney. do you think we'll see those sequestration cuts in...
165
165
Sep 27, 2012
09/12
by
FBC
tv
eye 165
favorite 0
quote 0
plus, is fracking actually good for the environment? carbon emissions plunge and one environmentalist says, you can thank fracking. he is here to make the case. >>> are you ready for some football? the refs and nfl make a deal. who scored and who got sacked. we'll break it down. even when they say it's not it is always about money.
plus, is fracking actually good for the environment? carbon emissions plunge and one environmentalist says, you can thank fracking. he is here to make the case. >>> are you ready for some football? the refs and nfl make a deal. who scored and who got sacked. we'll break it down. even when they say it's not it is always about money.
143
143
Sep 26, 2012
09/12
by
KNTV
tv
eye 143
favorite 0
quote 0
he believes that will generate a safer environment and save drivers money. >> each tenth of a second that adds to a yellow light will drop, that's why you have the cameras. >> that was cheryl hurd reporting. >>> there was a lot on the line, president obama took on the world stage today, stepping before the united nations general assembly. in the wake of the anti-american protests in the middle east, the president encouraged the assembly to stand fast against violence and extremism. he argued protecting religious rights and free speech must be a universal responsibility. not just an american obligation. >> the attacks on the civilians in benghazi were attacks on america. there should be no doubt that we will be relentless on tracking down the killers and bringing them to justice. >> there is no speech that justifies mindless violence. >> mitt romney has tried to cast president obama as a weak leader in terms of the global situation. too quick to apologize for american values. >>> what crews uncovered under san francisco's city hall after the '06 earthquake. and what they'll do next. >
he believes that will generate a safer environment and save drivers money. >> each tenth of a second that adds to a yellow light will drop, that's why you have the cameras. >> that was cheryl hurd reporting. >>> there was a lot on the line, president obama took on the world stage today, stepping before the united nations general assembly. in the wake of the anti-american protests in the middle east, the president encouraged the assembly to stand fast against violence and...
167
167
Sep 30, 2012
09/12
by
CNN
tv
eye 167
favorite 0
quote 1
ask an allstate agent about it's hard to see opportunity. in today's challenging environment. unless you have the right perspective. bny mellon wealth management has the vision and experience to look beyond the obvious. we'll uncover opportunities, find hidden risk, and make success a reality. bny mellon wealth management but with advair, i'm breathing better. so now i can be in the scene. advair is clinically proven to help significantly improve lung function. unlike most copd medications, advair contains both an anti-inflammatory and a long-acting bronchodilator working together to help improve your lung function all day. advair won't replace fast-acting inhalers for sudden symptoms and should not be used more than twice a day. people with copd taking advair may have a higher chance of pneumonia. advair may increase your risk of osteoporosis and some eye problems. tell your doctor if you have a heart condition or high blood pressure before taking advair. if you're still having difficulty breathing, ask your doctor if including advair could help improve your lung function. ge
ask an allstate agent about it's hard to see opportunity. in today's challenging environment. unless you have the right perspective. bny mellon wealth management has the vision and experience to look beyond the obvious. we'll uncover opportunities, find hidden risk, and make success a reality. bny mellon wealth management but with advair, i'm breathing better. so now i can be in the scene. advair is clinically proven to help significantly improve lung function. unlike most copd medications,...
59
59
Oct 1, 2012
10/12
by
CNBC
tv
eye 59
favorite 0
quote 0
. >> i think if you look at what's happening in the current environment, this is an environment surrounded with uncertainty. we have the election in front of us here in just about a month. we have china. the best thing that happened to europe in the last several months is the ryder cup today. other than that, europe's really been struggling. here we are sitting in a world of uncertainty and the markets get higher and qe3 comes in remarkably at a high point in the market as opposed to a low point in the past. nothing but fuel to a fire. >> absolutely. go figure. tom, let me get to you. to leo's point about the institutions propping up the market, along with the central bark, he bank, here's a staggering stat. during the time june to august individual investors yanked out almost $40 billion. here's mom and dad at home, retail investors, not participating in this rally. and the fear is they may get in at the top when they think, i don't want to miss out. is that a real danger right now? >> well, i think it is in the short term, yes. i mean unfortunately, we always sort of tend to see the reta
. >> i think if you look at what's happening in the current environment, this is an environment surrounded with uncertainty. we have the election in front of us here in just about a month. we have china. the best thing that happened to europe in the last several months is the ryder cup today. other than that, europe's really been struggling. here we are sitting in a world of uncertainty and the markets get higher and qe3 comes in remarkably at a high point in the market as opposed to a...
218
218
Sep 27, 2012
09/12
by
CNBC
tv
eye 218
favorite 0
quote 0
so there is -- it's a very skittish, very fragile environment. >> yeah. obviously, the q2 gdp numbers are old, a little dusty here, but they do not show any acceleration which is what we're trying to find clues to in the back half of the of the year. >> i think what happened is europe had a much bigger effect on business sentiment than many people thought. it's been dampening exports and capital spending which is what the durables reflect. as we moved through the summer and stabilized on europe, normally we might get some acceleration. the problem frou is you have the fiscal cliff and the election. people now have yet another excuse not to do anything. had europe not bled into the summer as long as it did, maybe you'd have gotten that spark in activity. but right now you just don't have it. >> are you taking a lot of solace in what housing's done, what confidence is doing? >> yeah, the housing numbers i think are great. that's one of the reasons the economy hasn't been strong to this point in the cycle. housing is keeping us from really stuttering on grow
so there is -- it's a very skittish, very fragile environment. >> yeah. obviously, the q2 gdp numbers are old, a little dusty here, but they do not show any acceleration which is what we're trying to find clues to in the back half of the of the year. >> i think what happened is europe had a much bigger effect on business sentiment than many people thought. it's been dampening exports and capital spending which is what the durables reflect. as we moved through the summer and...
198
198
Oct 2, 2012
10/12
by
CNBC
tv
eye 198
favorite 0
quote 0
reit, one that sports a yield, exactly the kind of dividend stock you want in this low interest rate environment. it's rallied since the beginning of the year, but lately it's pulled back three points. it could be giving you a good entry point here. first though, before making any decisions let's take a closer look with the chairman and co-ceo of prologis. brand new guest, brand new name. welcome to "mad money." >> nice to meet you. >> first, you just have the biggest building portfolio i've ever seen. it's global, right? just giant. >> it is pretty big and it's pretty good, which is more important, right? >> the reason i asked, normally i like to have real estate investor guys on because they know the tenor of the united states but you have huge exposure. in your most recent conference call you actually talk about -- what it's like in japan, china, brazil, canada. mexico. and these are doing very well. >> they are indeed. we're in 21 countries and with the exception of a few countries in europe, the rest of the world is actually doing pretty well. including some of the places in europe and nort
reit, one that sports a yield, exactly the kind of dividend stock you want in this low interest rate environment. it's rallied since the beginning of the year, but lately it's pulled back three points. it could be giving you a good entry point here. first though, before making any decisions let's take a closer look with the chairman and co-ceo of prologis. brand new guest, brand new name. welcome to "mad money." >> nice to meet you. >> first, you just have the biggest...
410
410
Oct 2, 2012
10/12
by
KTVU
tv
eye 410
favorite 0
quote 0
. >> reporter: the department of the environment is charged with enforcing the measure but it will be up to customers to report businesses not in compliance. >> if a business is refusing to comply then they are subject to fines. >> reporter: $100 for a first offense, all the way up to $500. he is ordering his new bags. >> i still have plastic bag i need to get rid of and replace them. >> reporter: he is afraid the extra fee will be bad for business and some agree. >> i think it is a rip off to the customer. >> they see why it might be beneficial. >> what do you do when you get home? push it in the trash. correct? >> reporter: the bag pan extends oo all restaurants next -- to all restaurants next october. ann rubin, ktvu channel 2 news. >>> the supreme court began a new session today with several big cases. a ruling is expected for this session in the debate over same- sex marriage and the government's defensive marriage act, defines marriage as a union between a man and a woman. and restricts benefits for gay couples. >> so it is no longer an exercise in abtraction. it is an issue for
. >> reporter: the department of the environment is charged with enforcing the measure but it will be up to customers to report businesses not in compliance. >> if a business is refusing to comply then they are subject to fines. >> reporter: $100 for a first offense, all the way up to $500. he is ordering his new bags. >> i still have plastic bag i need to get rid of and replace them. >> reporter: he is afraid the extra fee will be bad for business and some agree....
236
236
Sep 25, 2012
09/12
by
CNBC
tv
eye 236
favorite 0
quote 0
in an environment when many people were frightened that the food business would take a big hit courtesy of that horrendous drought, both of these companies reported nothing short of phenomenal quarters. both stocks are trading at or near their 52-week highs, but if you want to put a resurgence of the packaged food group, i now think you've got to look elsewhere. you want a stock that hasn't run. even as it's benefiting from the exact same trends as conagra and general mills. why were their quarters so good? what pieces of evidence can we glean from their earnings reports? this is fun for me. it should be fun for you. i want to put fun into this, for heaven's sake. that's how you make more money. first, both general mills and con agra indicated the commodity costs can be moderating. now they've got two major food companies saying it's not as bad as you think. conagra is probably more sensitive to raw costs and they slashed their cost inflation guidance down to 3% and the ceo there had been the most honest about how bad inflation has been for his company. second, a little cue from general
in an environment when many people were frightened that the food business would take a big hit courtesy of that horrendous drought, both of these companies reported nothing short of phenomenal quarters. both stocks are trading at or near their 52-week highs, but if you want to put a resurgence of the packaged food group, i now think you've got to look elsewhere. you want a stock that hasn't run. even as it's benefiting from the exact same trends as conagra and general mills. why were their...
238
238
Sep 25, 2012
09/12
by
CNBC
tv
eye 238
favorite 0
quote 0
is this the environment in which you want to be weighting into some of these cyclicals? >> you want to invest for 2015, you've got lots of bargains. but there's such heightened uncertainty for the economy midterm to 2013 that we're sort of neutral on most of these stocks. caterpillar, we're neutral. and we think there's some better opportunities, or have been, in companies like eaton and even deere because we think the farm sector improves. cat will have its day. we just have to get through this period of uncertainty and the worries that things could get tougher for next year. >> one of the deans of the industry, eli, thanks much. >> have a good day. >> eli lustgarten from longbow. let's get to brian shactman. breaking news. >> a recap for people. monday night football, the last play of the game, seattle seahawks, controversial play, were winners when it was called a touchdown. vegas and betters, packers went from winners to losers as well and a whole lot of money involved in this play. according to pregame.com, there was $150 million more bet on the packers, which means
is this the environment in which you want to be weighting into some of these cyclicals? >> you want to invest for 2015, you've got lots of bargains. but there's such heightened uncertainty for the economy midterm to 2013 that we're sort of neutral on most of these stocks. caterpillar, we're neutral. and we think there's some better opportunities, or have been, in companies like eaton and even deere because we think the farm sector improves. cat will have its day. we just have to get...
30
30
tv
eye 30
favorite 0
quote 0
term by creating some sort of a multi-stakeholder environment where these sorts of decisions about who governs the future of the internet are not decided by governments there's a proposal that's going to for the i t the international communications unit that that actually is supported by russia and china and other governments that would allow this body to take control of the internet in ways that we may not like and the problem we have with any of these sort of top down ideas is that they don't take into consideration this vast and now politically engaged internet community that has a say as well so anytime there is an attempt to govern the internet in this way they have to do it from the bottom up and allow those of us with very engaged in the issues of internet freedom and free speech to have a say is certainly things that all parties involved here are working from a place with no precedent so they're all sort of swimming in these murky waters together tim carr senior director at the strategy of free press thank you you thank . well let's talk now about the presidential election and
term by creating some sort of a multi-stakeholder environment where these sorts of decisions about who governs the future of the internet are not decided by governments there's a proposal that's going to for the i t the international communications unit that that actually is supported by russia and china and other governments that would allow this body to take control of the internet in ways that we may not like and the problem we have with any of these sort of top down ideas is that they don't...
174
174
tv
eye 174
favorite 0
quote 0
he does not feel the competitive environment -- it is down 4% but also down 6% year to date. tough time when david einhorn piles itown by it is coming back. david asman down 36 points. dave: david einhorn was shorting one stock but also long enough. when david einhorn speaks people listen. cheryl: when nicole petallides speaks we listen. the new york stock exchange giving up early-morning games. nicole: at talk to some traders talking about the fact we have been in a narrow range and the choppy market and that is the day today coming close to the unchanged line. dave: apple is in the green. earlier it was in the red and had the $650 mark and was $700. people saw 650 and it won't be this low for long. nicole: people see that as a buying point. people like to bion that and go into that category and they go into that category. cheryl: chipotle diving today but made some bearish comments on the other side and as i mentioned general motors and warren buffett got in a little while ago. nicole: you don't fight einhorn. going against that particular day. the competition is up and gen
he does not feel the competitive environment -- it is down 4% but also down 6% year to date. tough time when david einhorn piles itown by it is coming back. david asman down 36 points. dave: david einhorn was shorting one stock but also long enough. when david einhorn speaks people listen. cheryl: when nicole petallides speaks we listen. the new york stock exchange giving up early-morning games. nicole: at talk to some traders talking about the fact we have been in a narrow range and the choppy...
98
98
Sep 28, 2012
09/12
by
CSPAN2
tv
eye 98
favorite 0
quote 0
that's the same thing on an environment inside. easier been hacked or you're about to be hacked and you just don't know it yet. one of the things were identified this past year in our annual report was that 90% of the companies that were breached were notified by a third party. so someone else, in 53% of the cases it was law enforcement agencies that notified that company that it had a data breach. and for the time they were originally breached to the time it was recognized is not measured in seconds and is not measured in minutes. it's measured in weeks and months. >> and years spent in a some extreme cases, years. so this is the issue that we need to address. when we talk about an awareness campaign it's not about posters and information overload. it's about providing actionable intelligence so i can do something about it. >> a dvi are that you mention, that's data breach investigation report that verizon puts out early each year, coming out early 2013. and that has information from u.s. government from the secret service and fro
that's the same thing on an environment inside. easier been hacked or you're about to be hacked and you just don't know it yet. one of the things were identified this past year in our annual report was that 90% of the companies that were breached were notified by a third party. so someone else, in 53% of the cases it was law enforcement agencies that notified that company that it had a data breach. and for the time they were originally breached to the time it was recognized is not measured in...
191
191
Sep 28, 2012
09/12
by
WMAR
tv
eye 191
favorite 0
quote 0
finding past water is the first step to find out if the environment was able to sustain life. >>> time, now, for weather across the nation. heavy downpours and flooding around boston, new york, philly and d.c. thunderstorms from the ohio valley to memphis and little rock. scattered showers along the gulf coast. and drenching rain in west texas. showers in the rockies. >>> 70s from billings to albuquerque. and in the middle of the country, from minneapolis to kansas city. 80s across the south. >>> and when we come back, get ready for a ferris wheel that can carry, get this, more than 1,400 riders at 1 time. >> if that doesn't get stuck. >>> more big banks getting caught up in a wave of cyber attacks. but who's behind them? >>> and we're talking about mom genes, the dna that makes a woman want to be a mother. >>> welcome back. many customers still can't check their bank accounts online. the cyber attack where hackers launch a barrage of traffic overwhelming the site. pnc is the latest target. but bank of america, fells fargo and u.s. bank were also hit. a middle eastern group is believed
finding past water is the first step to find out if the environment was able to sustain life. >>> time, now, for weather across the nation. heavy downpours and flooding around boston, new york, philly and d.c. thunderstorms from the ohio valley to memphis and little rock. scattered showers along the gulf coast. and drenching rain in west texas. showers in the rockies. >>> 70s from billings to albuquerque. and in the middle of the country, from minneapolis to kansas city. 80s...
282
282
Sep 28, 2012
09/12
by
KRON
tv
eye 282
favorite 0
quote 0
it is in constant and changing environment. >> this area has been fanfogged but they have not been located all of these breeding grounds. in brentwood, kron 4. >> decision 2012. a candidate in the bay area is not all mitt romney or obama. however, roseanne barr spoke in oakland, yes, that roseanne barr. jeff bush. >> it was a packed house and everybody was gathered for a town hall style to meeting. the star was roseanne barr. and 90's television star is running for president. and her main is marijuana. >> id should be totally illegal. we live in a free country and we should be able to smoke and drink what ever we choose. as an adult taxpaying citizens. and if we are indeed a free country? then we should not be going to prison for a joint. >> she was motivated to run for president after the t e eight on legal cannabis clubs. of the d e a m i think that obama is gone back on his word and i think this is where obama has said federal troops against states' rights. and all must of the very same week that he said marriage equality was a state right. >> roseanne barr wanted to run under the peace
it is in constant and changing environment. >> this area has been fanfogged but they have not been located all of these breeding grounds. in brentwood, kron 4. >> decision 2012. a candidate in the bay area is not all mitt romney or obama. however, roseanne barr spoke in oakland, yes, that roseanne barr. jeff bush. >> it was a packed house and everybody was gathered for a town hall style to meeting. the star was roseanne barr. and 90's television star is running for president....
92
92
Sep 27, 2012
09/12
by
CSPAN2
tv
eye 92
favorite 0
quote 0
but what we will have as a we move to a digital environment. we are going it have a lo of dpa that. it's going to be the rocket fuel. we'll understand much more about as you said which students in which contexts and which situations, lots more addition seg -- the ability to dissegregate the data and understand more about specifics. that's definitely one of the important things. and data will also help us understand more about how people learn in general. we'll be able to understand, you know, about how do people actually tend to learn fractions and people able to test them on the theories in a more rapid -- much more rapid format than our previous sort of manual situation. >> there is some agreement that there's at least a kerneling of a good idea here. i wonder if you could talk about. a good idea usually don't cost $5 million or less. how exactly would it work? >> let me start. >> okay. , you know, when asked about the budget for hypothetical organization we did what the architects do. we put a blueprint together and twhaibt it would look like. we think about the staff you would n
but what we will have as a we move to a digital environment. we are going it have a lo of dpa that. it's going to be the rocket fuel. we'll understand much more about as you said which students in which contexts and which situations, lots more addition seg -- the ability to dissegregate the data and understand more about specifics. that's definitely one of the important things. and data will also help us understand more about how people learn in general. we'll be able to understand, you know,...
708
708
Sep 28, 2012
09/12
by
KRON
tv
eye 708
favorite 0
quote 0
of the ones cropped up and then people called in with a few more pools it is a constantly changing environment out there. >> this area has been fault about a dozen time this season but the vector control has not been able to locate all the mosquito breeding grounds in brentwood alicia read kron 4 news. >> anywhere to watch one of the eight most exciting events of the year. sponsored by g san francisco's fleet week activities will bring you all this out sights and sounds will bring it to you live. . kron 4 blue angels live starts on saturday at 3:00 p.m.. still aheadthe kron t getting started we will tell you why if you are thinking about going into san francisco and driving you may want top on public transportation. here is a live look at the bay bridge toll plaza is still spotty. it will be a nice day you can see the cars it will be a nice day not a problem here. and 1 mi. visibility for half moon bay 3 currently in hayward. no. they valley at about 9:00 a.m. will still be sitting of the bay and along the coastline by noontime still hugging the san mateo coastline plus the golden gate bridge
of the ones cropped up and then people called in with a few more pools it is a constantly changing environment out there. >> this area has been fault about a dozen time this season but the vector control has not been able to locate all the mosquito breeding grounds in brentwood alicia read kron 4 news. >> anywhere to watch one of the eight most exciting events of the year. sponsored by g san francisco's fleet week activities will bring you all this out sights and sounds will bring...
101
101
Sep 28, 2012
09/12
by
CNBC
tv
eye 101
favorite 0
quote 0
. >> so as you look forward, how do you invest in an environment that looks like we're going to have easy money for a long time? you've kind of changed the typical asset allocation most people go to. >> oh, yeah, it's a crazy world. at oppenheimer we're talking about the new 60/40. people's portfolios are perfectly positioned for the past. they're positioned for 2008. we're still seeing 30 billion a quarter flowing into core bond funds, which are yielding negative in real terms, below inflation. that's madness from our point of view. investors have to understand that the notion of what is safe and what is risky has to be adjusted a little bit. safe doesn't mean securities that have a lot of interest rate risk and no yield. that is not what safety means to us today. again, given the plentiful liquidity and what we think is a moderate global recovery, we think it's safe to move out into more credit-oriented investments, more higher income investments. >> high yield corporate? >> high yield continues to look good in our view. it's come that lot but far from how tight it can get. there's
. >> so as you look forward, how do you invest in an environment that looks like we're going to have easy money for a long time? you've kind of changed the typical asset allocation most people go to. >> oh, yeah, it's a crazy world. at oppenheimer we're talking about the new 60/40. people's portfolios are perfectly positioned for the past. they're positioned for 2008. we're still seeing 30 billion a quarter flowing into core bond funds, which are yielding negative in real terms,...
388
388
Sep 25, 2012
09/12
by
CNBC
tv
eye 388
favorite 0
quote 0
joe, back to you, my friend. >> okay, barry made some comments on our air about the business environment, it was a while ago, i don't know how he feels now. i know about his wife but not him. >>> coming up, we'll head down to the new york stock exchange next. >>> ready or not the stock of the day is coming up. you're watching "squawk box" on cnbc. first in business worldwide. how do you know which ones to follow? the equity summary score consolidates the ratings of up to 10 independent research providers into a single score that's weighted based on how accurate they've been in the past. i'm howard spielberg of fidelity investments. the equity summary score is one more innovative reason serious investors are choosing fidelity. get 200 free trades today and explore your next investing idea. >>> let's get down to the new york stock exchange where jim kramer is joining us now. when you read that caterpillar stuff, did you think, wow, it's 2012, they are talking about 2015, it is a long business that they take it in a long viewpoint, but did it make you wonder where commodity prices would be
joe, back to you, my friend. >> okay, barry made some comments on our air about the business environment, it was a while ago, i don't know how he feels now. i know about his wife but not him. >>> coming up, we'll head down to the new york stock exchange next. >>> ready or not the stock of the day is coming up. you're watching "squawk box" on cnbc. first in business worldwide. how do you know which ones to follow? the equity summary score consolidates the...
220
220
Sep 26, 2012
09/12
by
CNBC
tv
eye 220
favorite 0
quote 0
do you long for a more stimulating work environment? we don't. we're perfectly happy here. >> very happy. >> we did find one that might not cure for your cubicle fatigue. we'll find out what that is after the break. rick santelli, his cubicle is the size of the cme floor is working on the next hour of "squawk on the street." >> it is a great place to have the cubicle. you can learn a lot about a person by the company they keep and also learn a lot about politics by the investments of their base. we're going to talk about that and how it relates to private equity at the top of the hour and then at the bottom of the hour we're going to talk a little high frequency trading, algorithm trading and whether there is any significant benefits. have you two great packages today. tune in. when you take a closer look... ...at the best schools in the world... ...you see they all have something very interesting in common. they have teachers... ...with a deeper knowledge of their subjects. as a result, their students achieve at a higher level. let's develop mor
do you long for a more stimulating work environment? we don't. we're perfectly happy here. >> very happy. >> we did find one that might not cure for your cubicle fatigue. we'll find out what that is after the break. rick santelli, his cubicle is the size of the cme floor is working on the next hour of "squawk on the street." >> it is a great place to have the cubicle. you can learn a lot about a person by the company they keep and also learn a lot about politics by...
147
147
Oct 2, 2012
10/12
by
CSPAN2
tv
eye 147
favorite 0
quote 0
i see manufacturing jobs flocking back to the united states given a zero corporate tax rate environment. are you hearing these things from these other two guys? no, not even remotely close. they're arguing over who's going to spend more money on medicare. romney says he wants to balance the federal budget, but that he wants to increase spending for the military. well, it doesn't add up. and if we want to believe in the things that these guys are saying, then i guess we belief in the easter bunny and santa claus and by extension the tooth fairy and, steve, i don't think thai coming. >> host: gary johnson is with us, and want to remind viewers we'll a add a fourth line this morning for third-party voters, 202-585-3883 is your line, and we'll get to your calls in just a couple moments. at this point, um, governor johnson, what's the strategy for the rest of the election? where are you focusing most of your time and attention right now? >> guest: oh, right now there's a lot of attention that's being drawn to what it is that i am saying. i'm being recognized now for being at 6% nationally. u
i see manufacturing jobs flocking back to the united states given a zero corporate tax rate environment. are you hearing these things from these other two guys? no, not even remotely close. they're arguing over who's going to spend more money on medicare. romney says he wants to balance the federal budget, but that he wants to increase spending for the military. well, it doesn't add up. and if we want to believe in the things that these guys are saying, then i guess we belief in the easter...
175
175
Sep 28, 2012
09/12
by
CNN
tv
eye 175
favorite 0
quote 0
tasks in a natural environment and be successful, and so modern life of course really impinges upon that. it is particularly acute, of course, for people who are doing shift work but ae also see it in things like jet lag where your biological clock may be messed up just for a few days, so i think the principles are trying to have temporal organization in your life. it is important to do the best that you can to consolidate sleep for a good six to seven hours. when it comes to eating, studies are showing us it is really best if you only eat during your active periods. for most of us that would be during the day and really try to cut out the nighttime or late night meals, and so giving yourself a little light during the active part of your life, making sure you consolidate sleep, getting your eating patterns to be coordinated with when you're active, those are the kind of things that will give you an edge in life. >> fascinating. thank you so much for sharing. we appreciate it. >> thanks, carol. >> we'll be right back. [ female announcer ] research suggests cell health plays a key rol
tasks in a natural environment and be successful, and so modern life of course really impinges upon that. it is particularly acute, of course, for people who are doing shift work but ae also see it in things like jet lag where your biological clock may be messed up just for a few days, so i think the principles are trying to have temporal organization in your life. it is important to do the best that you can to consolidate sleep for a good six to seven hours. when it comes to eating, studies...
131
131
Sep 27, 2012
09/12
by
CNBC
tv
eye 131
favorite 0
quote 0
we believe 9 weakness is tied to asia and europe as well as uncertainty over the tax environment for 2013." one piece of data. i don't know what kind of score you get on the vindicated doves here. but you can see the average coming down. the actual numbers before averaging them, 385 down to 359. get something improvement in jobs numbers together with the consumer snichlt jobs component was not too bad. we'll have to watch this closely. but right now we're taulg this vindicated doves and maybe there's another game out there, angry hawks but michelle has a much easier time of making this stretch of a metaphor to an app. all you. >> from vindicated doves, right? hi, simon. >> yes. let's get on with the bad piggies. i can't wait, michelle. not offensive to europeans at all. not offensive at all. you talk about the little piggies in southern europe. you go ahead with it. >> they went wee, wee, wee -- >> the new game is called bad piggies. this is an acronym used on wall street for portugal, ireland, italy, greece, and pain spain. piigs. two is there. let's give you the state of where they
we believe 9 weakness is tied to asia and europe as well as uncertainty over the tax environment for 2013." one piece of data. i don't know what kind of score you get on the vindicated doves here. but you can see the average coming down. the actual numbers before averaging them, 385 down to 359. get something improvement in jobs numbers together with the consumer snichlt jobs component was not too bad. we'll have to watch this closely. but right now we're taulg this vindicated doves and...
325
325
Oct 2, 2012
10/12
by
CNBC
tv
eye 325
favorite 0
quote 0
i think the environment is tough, and the confidence is low, and when you have a tough environment and low confidence, i've been somewhat, i don't want to use the word depressed but become somewhat of a pessimist. the one thing sam has been is the giant optimist, the bottom of every market sam is buying stuff. and my problem, and then i had this epiphany and i said you know the problem is, if my assessment of the realities are such, everything is massively too expensive. in other words based on the fiscal cliff and all of the head winds the stock wins should be 9,000, not 14,000. the stock marked is getting bullied by qe7 or 8, whatever number it is so we're creating artificial numbers that i don't think the underline will support. >> if barack obama is reelected, would that put you in a state of you might be dprelsed a little bit longer probably, wouldn't you? >> well i just think it would be a continuation of how i am today. >> what do you think right now, are you, do you think he'll be reelected at this point? >> i'm not a political prognosticator. >> off camera you wouldn't say yes
i think the environment is tough, and the confidence is low, and when you have a tough environment and low confidence, i've been somewhat, i don't want to use the word depressed but become somewhat of a pessimist. the one thing sam has been is the giant optimist, the bottom of every market sam is buying stuff. and my problem, and then i had this epiphany and i said you know the problem is, if my assessment of the realities are such, everything is massively too expensive. in other words based on...
183
183
Sep 30, 2012
09/12
by
CNN
tv
eye 183
favorite 0
quote 0
it's hard to see opportunity in today's challenging environment. unless you have the right perspective. bny mellon wealth management has the vision and experience to look beyond the obvious. we'll uncover opportunities, find hidden risk, and make success a reality. bny mellon wealth management >>> flnts unionville, tennessee, are looking for answer where's, two young children are missing after investigators failed to find the remains in a house fire that killed their grandparents. susan candiotti is following the situation and is live from new york. >> good morning, gary. what happened to those two youngsters a week after their grandparents were killed in a raging fire. their grandchildren are nowhere to be found, and then there's this. so far investigators tell me they have found no evidence of foul play. >> reporter: more than a week after sifting through ashes and debris, investigators have found no sign of chloe and 7-year-old gage daniel. no sign the youngsters were there, and so far no evidence they weren't when an inferno swept through the h
it's hard to see opportunity in today's challenging environment. unless you have the right perspective. bny mellon wealth management has the vision and experience to look beyond the obvious. we'll uncover opportunities, find hidden risk, and make success a reality. bny mellon wealth management >>> flnts unionville, tennessee, are looking for answer where's, two young children are missing after investigators failed to find the remains in a house fire that killed their grandparents....
135
135
Sep 27, 2012
09/12
by
FBC
tv
eye 135
favorite 0
quote 0
and you'll see lyric can also give you exceptionally clear, natural sound in quiet and noisy environments because of how it works with your ear's own anatomy. (testimonial section) (testimonial section) (testimonial section) did you know, 94% of people who use lyric would recommend lyric to a friend or loved one. can your hearing aid do all this? lyric can. to learn more about lyric's advanced technology, call or visit trylyric.com for a risk--free 30--day trial offer. you'll also get a free informational dvd and brochure. why wait? hear today what a little lyric cacan do for you. lyric from phonak. life is on. stuart: do you remember this video from last year? 21 students were put straight by police at an occupied protest. now the students have been awarded $1 million of a legal settlement. each student will get roughly $30,000. more students could join a class-action suit, the court still has to approve that. back the market, joining the company from chicago. i am reading the gdp number this morning, a mere 1.3% growth rate, that is flat out terrible. how about you? >> how can i not agr
and you'll see lyric can also give you exceptionally clear, natural sound in quiet and noisy environments because of how it works with your ear's own anatomy. (testimonial section) (testimonial section) (testimonial section) did you know, 94% of people who use lyric would recommend lyric to a friend or loved one. can your hearing aid do all this? lyric can. to learn more about lyric's advanced technology, call or visit trylyric.com for a risk--free 30--day trial offer. you'll also get a free...
200
200
Oct 1, 2012
10/12
by
CNBC
tv
eye 200
favorite 0
quote 0
compared to a lower corporate tax environment is $ billion. it's a tough sell to be patriotic and have that facility in the u.s. cut the corporate tax rate down to a competitive level. i think technology will continue to advance. the problem is keeping the good ideas in the u.s. and create jobs. >> it can happen in spite of things or you can help or be sort of in the way? >> or you can facilitate for an economy which is growing. what we do with foreign graduate students, taxpayer money pays to educate them to get thai masters and ph.d.s and tech topics and our immigration policy says go home. it's a brilliant philosophy. >> you said the growth in intel will be abroad. whatever the tax policy is, i imagine you have to go abroad on manufacturing and engineering. you want to go to the customer. even if we get the rate right which we all want to, what is the ultimate impact? >> you obviously want to have a balance. you look at a company like intel the bulk of it's manufacturing still in the u.s., the bulk of its r&d is in the u.s. and the bulk of
compared to a lower corporate tax environment is $ billion. it's a tough sell to be patriotic and have that facility in the u.s. cut the corporate tax rate down to a competitive level. i think technology will continue to advance. the problem is keeping the good ideas in the u.s. and create jobs. >> it can happen in spite of things or you can help or be sort of in the way? >> or you can facilitate for an economy which is growing. what we do with foreign graduate students, taxpayer...